Data Scientist, Zafin, (Toronto, Canada)
Oct. 2022 – Jun. 2023
- Designed a clustering model that enabled clients to divide their customers precisely based on spending capacity and behaviours that increased 67% of the customer’s lifetime value by recommending the best fitting financial product packages.
- Performed market research and sensitivity analysis based on customer demographics and transactional data to identify strategic solutions in improving bank’s profitability through restructuring the details of the monthly banking plan offerings.
- Developed solutions to predict spending patterns of financial institution customers at the segment level by building a time series model using Python which helped bank managers identify unusual activity and revenue growth opportunities.
- Visualized findings and presented tailored marketing and partnership strategies to external stakeholders to provide additional insights into industry conditions that supported product development and management decision-making process.
Investment Banking Analyst, Sinolink Securities Co, (Beijing, China)
May 2021 – Aug. 2021
Top10 Chinese financial company provides asset management, equity investment, and investment banking services
- Executed analyses on suppliers, revenue, profit margins and other key info using pivot tables, vlookup, and advanced Excel formulas on 800+ product data points highlighting major trends and insights into clients’ core operations.
- Integrated trade records with payment activities between the clients and their top 50 suppliers using SQL functions to prove the reliability of business operations and growth potentials in key IPO Pitch Presentation Decks.
- Collected published and internal information to assess over 130 companies’ profitability, resilience and market moat to assist the management with identifying potential business partners.
- Tracking changes within corporations’ annual shareholder’s equity, cash flow and net income accurately using SQL database tools for the preparation of prospectus and mandatory legal disclosure documents.
